INNOVATOR ETFS TRUST BJUL
US EQTY BUFR JUL · ETP · CUSIP 45782C789
71
institutional holders
2.5m
shares reported held*
$73.4mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $29.30.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Brookstone Capital Management 13G · institution new · filed 2026-08-06 | 15.9% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Wealthquest Corp 1.17% of their portfolio | 287.6k $8.4m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 265.9k $7.8m | — |
| INTEGRAL INVESTMENT ADVISORS, INC. 4.66% of their portfolio | 195.6k $5.7m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 175.5k $5.1m | — |
| Brookstone Capital Management 0.11% of their portfolio | 164.8k $4.8m | — |
| Delta Investment Management, LLC 1.23% of their portfolio | 97.5k $2.8m | — |
| Round Table Services, LLC 0.55% of their portfolio | 95.4k $2.8m | — |
| Valtinson Bruner Financial Planning LLC 1.45% of their portfolio | 80.7k $2.4m | — |
| Bellwether Advisors, LLC 0.74% of their portfolio | 77.1k $2.2m | — |
| First Commonwealth Financial Corp /PA/ 0.92% of their portfolio | 75.6k $2.2m | — |
| Penserra Capital Management LLC 0.05% of their portfolio | 55.4k $1.6m | — |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.55% of their portfolio | 52.4k $1.5m | — |
| TRUSTCORE FINANCIAL SERVICES, LLC 0.14% of their portfolio | 50.6k $1.5m | — |
| BCS Wealth Management 0.65% of their portfolio | 47.2k $1.4m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 45.0k $1.3m | — |
| Cetera Advisor Networks LLC 0.02% of their portfolio | 43.4k $1.3m | — |
| HighTower Advisors, LLC 0.00% of their portfolio | 37.9k $1.1m | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 35.0k $1.0m | — |
| Beacon Pointe Advisors, LLC 0.02% of their portfolio | 31.9k $931.0k | — |
| Cornerstone Wealth Group, LLC 0.20% of their portfolio | 31.4k $915.0k | — |
| BCGM Wealth Management, LLC 0.42% of their portfolio | 27.9k $840.0k | — |
| DHJJ Financial Advisors, Ltd. 0.47% of their portfolio | 27.7k $807.0k | — |
| Lantz Financial LLC 0.35% of their portfolio | 22.9k $667.0k | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 22.2k $648.0k | — |
| Cetera Advisors LLC 0.01% of their portfolio | 22.2k $648.0k | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 21.4k $624.0k | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 21.0k $612.0k | — |
| Fragasso Financial Advisors Inc 0.08% of their portfolio | 20.3k $593.0k | — |
| LINCOLN NATIONAL CORP 0.01% of their portfolio | 19.9k $579.0k | — |
| Krilogy Financial LLC 0.07% of their portfolio | 19.7k $574.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 19.6k $570.0k | — |
| WOLVERINE TRADING, LLC 0.02% of their portfolio | 17.9k $526.0k | — |
| OneDigital Investment Advisors LLC 0.02% of their portfolio | 17.5k $509.0k | — |
| Kathmere Capital Management, LLC 0.10% of their portfolio | 16.5k $482.0k | — |
| Cedar Brook Financial Partners, LLC 0.15% of their portfolio | 16.1k $469.5k | — |
| Alera Investment Advisors, LLC 0.13% of their portfolio | 15.7k $459.0k | — |
| Covington Capital Management 0.02% of their portfolio | 15.5k $453.0k | — |
| Sunbelt Securities, Inc. 0.09% of their portfolio | 15.0k $437.0k | — |
| LPL Financial LLC 0.00% of their portfolio | 14.4k $420.0k | — |
| Arax Advisory Partners 0.06% of their portfolio | 12.7k $372.0k | — |
| AE Wealth Management LLC 0.00% of their portfolio | 12.7k $370.0k | — |
| John W. Brooker & Co., CPAs 0.22% of their portfolio | 11.7k $342.0k | — |
| IFP Advisors, Inc 0.01% of their portfolio | 10.5k $270.0k | — |
| Sigma Planning Corp 0.01% of their portfolio | 10.3k $300.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 10.2k $298.0k | — |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 10.2k $297.0k | — |
| My Personal CFO, LLC 0.99% of their portfolio | 10.0k $654.0k | — |
| ALTFEST L J & CO INC 0.05% of their portfolio | 9.1k $265.0k | — |
| Outlook Wealth Advisors, LLC 0.12% of their portfolio | 9.0k $263.0k | — |
| 4J Wealth Management LLC 0.30% of their portfolio | 8.1k $235.0k | — |
| Arkadios Wealth Advisors 0.04% of their portfolio | 8.0k $232.0k | — |
| M Holdings Securities, Inc. 0.02% of their portfolio | 7.3k $212.0k | — |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 7.2k $217.0k | — |
| Chicago Partners Investment Group LLC 0.02% of their portfolio | 7.0k $213.0k | — |
| CreativeOne Wealth, LLC 0.01% of their portfolio | 7.0k $203.0k | — |
| Orion Capital Management LLC 0.15% of their portfolio | 6.5k $189.0k | — |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 5.5k $159.0k | — |
| EverSource Wealth Advisors, LLC 0.03% of their portfolio | 5.1k $148.0k | — |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 3.0k $87.0k | — |
| WOLFF WIESE MAGANA LLC 0.07% of their portfolio | 3.0k $86.0k | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 2.4k $70.0k | — |
| Glen Eagle Advisors, LLC 0.02% of their portfolio | 2.4k $70.0k | — |
| Gradient Investments LLC 0.00% of their portfolio | 1.9k $55.0k | — |
| Castleview Partners, LLC 0.04% of their portfolio | 1.4k $40.0k | — |
| Spire Wealth Management 0.00% of their portfolio | 1.2k $35.0k | — |
| Archer Investment Corp 0.01% of their portfolio | 1.0k $29.1k | — |
| MORGAN STANLEY 0.00% of their portfolio | 517 $15.0k | — |
| UBS Group AG 0.00% of their portfolio | 332 $10.0k | — |
| North Star Investment Management Corp. 0.00% of their portfolio | 100 $3.0k | — |
| Integrity Financial Corp /WA 0.00% of their portfolio | 79 $2.0k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |